The Daily Upside

Advisor Upside

Financial advisor news, market insights, and practice management essentials.

How Advisors Can Help Clients Hurt by the Government Shutdown

Photo by Harold Mendoza via Unsplash

2 min read
Annuity Sales Continue to Shatter Records in Q3

Photo by Getty Images via Unsplash

2 min read
Worried About Record Stock Market Concentration? Us, Too

Photo illustration by Connor Lin / The Daily Upside, Photos by Pictac via iStock

4 min read

Finance

Unease About Warren Buffett’s Retirement Overshadows Berkshire Earnings Beat

Photo via Lu Beifeng/VCG/Newscom

For the 12th consecutive quarter, Berkshire Hathaway was a net seller of stocks, offloading $6 billion worth.

2 min read

Electric Vehicles

Will Boston Wage War on Waymo?

Photo via Samuel Rigelhaupt/Sipa USA/Newscom

Boston city council members are considering an ordinance that would require a “human safety operator” to be present in autonomous vehicles.

2 min read

Photo via Gage Skidmore/ZUMAPRESS/Newscom

Technology

Stock-Split Speculation Looms over Surveillance Tech Firm Palantir’s Earnings

The company has been one of the top beneficiaries of Trump administration policies, with US revenue climbing 68% year-over-year in Q2.

2 min read
Photo by Jumpei Mokudai via Unsplash

ETF Upside

Active ETFs Keep Coming. Selling Them Is Another Story

The pace of ETF launches and fund conversions is picking up, but there is a challenge to find shelf space at broker-dealers.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by AltoClassic via iStock and Freepik

Economics

Thawing Housing Market Not Yet Liquid Enough to Jump-Start Sales

Rejuvenating frozen US housing sales will require a strong job market and mortgage rates low enough to pique sellers’ interest in new homes.

4 min read
Photo by Hanson Lu via Unsplash

ETF Upside

Why Emerging Markets ETFs Are Shying Away From China

Nearly a dozen ex-China funds have launched since 2023.

2 min read
Photo by Douglas Cliff via iStock

Healthcare

Eli Lilly’s Sterling Results Highlight Rival Novo Nordisk’s Fading Fortunes

Record performance of its GLP-1 drugs sent shares in Eli Lilly soaring almost 4% after its earnings call on Thursday.

2 min read
Photo via Kris Tripplaar/Sipa USA/Newscom

ETF Upside

What a Tech-Fueled Takeover of Janus Henderson Might Mean

Nelson Peltz’s Trian Partners, along with venture capital firm General Catalyst, is trying to buy Janus Henderson, and an AI makeover could be in its future.

2 min read

International Economics

Trial Truce: US, China Negotiate Yearlong Trade Détente

Photo via Daniel Torok/WH / Polaris/Newscom

The United States agreed to reduce broad tariffs on Chinese imports by 10 percentage points, bringing them to 47%.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Photo by Mathieu Stern via Unsplash

Latest 351 Exchange Trick? A $150,000 Minimum
Photo by Pete Nuij via Unsplash

T. Rowe Price Wades Into the Crypto Arena
Photo by Getty Images via Unsplash

Pictet Snags Goldman VP to Get New US ETFs Going
Photo by Getty Images via Unsplash

Goldman’s New Fund Designed for PE Returns, Sans the PE

CIO Upside

Enterprises Grapple With Pros, Cons (and Costs) of Cloud-First Strategy

Photo by Planet Volumes via Unsplash

As enterprise spending on cloud continues to skyrocket, some leaders are questioning when enough is enough and weighing alternatives.

4 min read

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.